Roles of a Chief Financial Officer


The CFO is the strategic role reporting directly to the CEO, with these management responsibilities:

1. Cash Flow Management (Receivables, payables, inventory, reporting)
2. Risk Management (Human resources, data security, insurance, legal)
3. Capital Investment (Purchasing assets, equipment, buildings, companies, machinery)
4. Infrastructure (systems, leadership, equipment)
5. Exit Planning (selling your business, transitional planning)

Each has a strategic component for which the CFO must hold accountable those in each seat.


In terms of Exit Planning, ALL of our transition planners are licensed transition planners (CETP™) certified in transition management and valuation growth.

Opportunity Cost


This graphic shows one thing-


Most small business owners are managing the CFO function on their own, many without knowing they are doing it.   They believe the bookkeeper is doing it, or the Controller, or worse, their CPA is their CFO.

In reality, a small business owner is COSTING their company money by worrying about the balance sheet, P&L, risk management, where to invest, how to grow, and when to leave the company.

The COST of an owner doing this on his/her own without strategic level support is ~$1,500/week.

What are we talking about?

If you are focused on finance, growth, and strategy-  it's taking away from the things you SHOULD be doing in your business.   The cost of that is ~$6,000/month.   Spend the time somewhere else!